Unclaimed Profile

Eric Jon Munkeby

MY LEGACY ADVISORS, LLC·HOPKINS, Minnesota

Clean recordMY LEGACY ADVISORS, LLC

6 - 10TH AVE N, HOPKINS, MN 55343CRD# 2117283Firm CRD# 290675

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Eric Jon Munkeby · HOPKINS, MN

Registration

CRD #2117283 · MY LEGACY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Eric Jon Munkeby is a registered financial advisor based in HOPKINS, Minnesota, affiliated with MY LEGACY ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MY LEGACY ADVISORS, LLC

AUM

$374M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2117283

Firm CRD# 290675

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eric Jon Munkeby offer?

Eric Jon Munkeby specializes in Financial Planning, Investment Management. Contact their office in HOPKINS, Minnesota for a consultation.

What are Eric Jon Munkeby's credentials?

Eric Jon Munkeby is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Eric Jon Munkeby located?

Eric Jon Munkeby is based in HOPKINS, Minnesota, working with MY LEGACY ADVISORS, LLC. Their office serves clients in the HOPKINS metropolitan area and surrounding communities.

How does Eric Jon Munkeby charge for services?

Eric Jon Munkeby's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MY LEGACY ADVISORS, LLC?

MY LEGACY ADVISORS, LLC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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